John O’Connell Featured in Wealth Solutions Report: Your AI Notetaker Just Became A Liability

John O’Connell was recently featured in Wealth Solutions Report where he discussed a new legal risk from AI notetakers. The notetaker in your client meetings isn’t a passive tool, it’s a third party recording people who may never have agreed to be recorded. A federal judge in the Otter.ai privacy litigation let the core wiretap and consent claims proceed, holding that a notetaker can be an independent, liable eavesdropper when it uses call content to train its own models, and that all-party consent statutes reach the vendor’s customers too. John’s advice isn’t to abandon AI notetaking but to govern it: audit which tools advisors are actually running, build disclosure into the pre-call process so participants in all-party consent states can decline, and add consent handling to vendor due diligence as its own line item. Firms that already built a consent process are protected; those without one now know exactly what a plaintiff’s attorney will point to first.